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michaelloberman
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Member since ‎Jan 27, 2020
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Michael Loberman

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michaelloberman on December 15, 2020
Thread emails on contact and deal records by default
Each time you go into a contact or deal record you have to click "thread emails" at the top in order to get a sensible thread of emails (rather than a line item for each reply). This preference is not remembered in any way and you have to do it each read more
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9 upvotes
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michaelloberman
Member
September 11, 2020
Reply to Future Rolling Date Range
also why on the rolling date feature can you not include current day? i have a report i want to show "hot leads" which include any that have had ...read more
michaelloberman
Member
September 10, 2020
Reply to Marketing Email Tracking on Company Pages
We need to do a similar thing with deal based workflows If i am sending an email from a deal based workflow i would expect that email to appear o...read more
michaelloberman
Member
August 21, 2020
Reply to Default Sort column while editing a report
Yes this would be great and pretty basic functionality really for a report! Reports and dashboards are crucial to our business and how our intern...read more
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